MATHESON & ROCK WEALTH MANAGEMENT, LLC

DAVENPORT, Iowa·4 registered advisors·CRD# 289603
SEC# 801-1148670800-682-3937
01

Firm Overview

AUM
$386M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Other: % OF PLAN ASSETS
03

Specialties

Investment Management
04

Advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC

4 registered advisors
Dean Allen Rock
DAVENPORT, Iowa
John David Rock
DAVENPORT, Iowa
Kerry John Beyer
DAVENPORT, Iowa
Michael Allen Matheson
DAVENPORT, Iowa
05

Office Locations

DAVENPORT, Iowa
4 advisors

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Data sourced from SEC Form ADV filings. MATHESON & ROCK WEALTH MANAGEMENT, LLC (CRD# 289603) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.